Investors may also want to consider Vanguard's exchange-traded funds (ETFs), which are by nature passive investments tracking an index. The Vanguard Wellington Fund is one of the exemplary mutual funds currently available. A 20% foreign weighting is part of the reason for the high downside-capture ratio. As it’s evident from the name, the fund consists of a mixture of stocks (around 60%) and bonds (around 40%). Balanced Funds to Buy for the Long-Term . See fees data for Vanguard Balanced Index Fund (VBINX). It started in 1929 and became part of the Vanguard Group in 1974. This fund balances growth through exposure to equities, with stability through fixed-income investments. The Vanguard Tax-Managed Balanced Fund Admiral Shares The asset allocation of the fund is 48.5% in stocks and 51.5% in bonds. While some conservative allocation funds can be used for short- to intermediate-term investing (1–5 years), most types of mutual funds, including balanced funds, are most suitable for long-term investing (10 years or more). Like index mutual funds, ETFs have extremely low turnover ratios and they typically have extremely low expense ratios, often lower than 0.20%, especially those ETFs available at Vanguard. But Vanguard has now lowered expense ratios for my three core index funds in the ETF share class but not the Admiral Share class mutual funds. The bond portfolio consists of … The fund yields 2.6% and charges annual expenses of just 0.07% annually. No doubt, there are Vanguard funds that can do the 60%/40% split for you, such as the Vanguard Balanced Index Fund Admiral Shares. Vanguard STAR (MUTF: VGSTX): This balanced fund from Vanguard is fund of fund, which means the underlying holdings are other mutual funds. footnote 3 For the 10-year period ended June 30, 2020, 26 of 34 Vanguard bond index funds, 16 of 17 Vanguard balanced index funds, and 85 of 103 Vanguard stock index funds—for a total of 127 of 154 Vanguard index funds—outperformed their Lipper peer … The fund yields 2.6% and charges annual expenses of just 0.07% annually. Vanguard Balanced Index ( VBIAX ) … Research information including fund fees, cost projections and minimum investments for Vanguard Balanced Index Fund. The equity … The fund invests only in Vanguard's actively managed funds. Vanguard Balanced Index Fund (VBIAX) Next on our list of the best Vanguard index funds, is the Vanguard Balanced Index Fund (VBIAX). 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